BCM

BTC Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.12%
This Quarter Est. Return
1 Year Est. Return
+23.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.28M
3
+$2.02M
4
USB icon
US Bancorp
USB
+$1.49M
5
BA icon
Boeing
BA
+$1.12M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.84M
4
DGX icon
Quest Diagnostics
DGX
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.51M

Sector Composition

1 Financials 13.68%
2 Technology 11.19%
3 Healthcare 10.01%
4 Consumer Discretionary 7.05%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$289K 0.05%
4,533
-292
152
$283K 0.05%
49,405
-3,545
153
$283K 0.05%
19,800
-35
154
$282K 0.05%
5,140
155
$281K 0.04%
6,529
156
$281K 0.04%
10,353
-28
157
$279K 0.04%
7,870
-1,240
158
$279K 0.04%
3,242
-150
159
$278K 0.04%
3,466
160
$277K 0.04%
+796
161
$273K 0.04%
3,097
162
$267K 0.04%
49,450
+2,040
163
$265K 0.04%
1,742
-42
164
$261K 0.04%
3,815
165
$260K 0.04%
3,243
166
$256K 0.04%
5,280
167
$240K 0.04%
5,418
-53
168
$234K 0.04%
+1,285
169
$232K 0.04%
+1,834
170
$226K 0.04%
+5,500
171
$224K 0.04%
10,728
-30
172
$217K 0.03%
3,876
+12
173
$217K 0.03%
3,405
174
$213K 0.03%
+3,404
175
$212K 0.03%
+6,825
4 5 6
7
8